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RFA

Resurgent Financial Advisors Portfolio holdings

AUM $277M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
+1.93%
1 Year Est. Return
+21.5%
3 Year Est. Return
+70.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$170M
AUM Growth
-$1.11M
Cap. Flow
-$2.19M
Cap. Flow %
-1.29%
Top 10 Hldgs %
30.62%
Holding
191
New
10
Increased
67
Reduced
86
Closed
12

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$882K
2
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$655K
3
ORCL icon
Oracle
ORCL
+$511K
4
CL icon
Colgate-Palmolive
CL
+$476K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$452K

Top Sells

Rank Stock Value
1
SYBT icon
Stock Yards Bancorp
SYBT
+$1.51M
2
CCI icon
Crown Castle
CCI
+$1.08M
3
IWB icon
iShares Russell 1000 ETF
IWB
+$801K
4
MELI icon
Mercado Libre
MELI
+$710K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$596K

Sector Composition

Rank Sector Weight
1 Technology 17.3%
2 Financials 11.17%
3 Energy 6.81%
4 Healthcare 5.91%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
176
PUT
Invesco QQQ Trust
QQQ
$484B
$69.7K 0.04%
3,600
+700
+24% +$354K
SPY icon
177
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$39.8K 0.02%
900
– –
SPY icon
178
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$19K 0.01%
900
– –
NVDA icon
179
PUT
NVIDIA
NVDA
$5.42T
$5.93K ﹤0.01%
400
– –
CCI icon
180
Crown Castle
CCI
$32.2B
– –
-9,102
Closed -$1.08M
EMB icon
181
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
– –
-2,446
Closed -$229K
IWB icon
182
iShares Russell 1000 ETF
IWB
$50.1B
– –
-2,549
Closed -$801K
MCHP icon
183
Microchip Technology
MCHP
$46B
– –
-3,688
Closed -$296K
MELI icon
184
Mercado Libre
MELI
$92.3B
– –
-346
Closed -$710K
NXPI icon
185
NXP Semiconductors
NXPI
$60.4B
– –
-858
Closed -$206K
PFF icon
186
iShares Preferred and Income Securities ETF
PFF
$13.3B
– –
-6,840
Closed -$227K
PFG icon
187
Principal Financial Group
PFG
$24.3B
– –
-2,532
Closed -$217K
SGOV icon
188
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
– –
-3,398
Closed -$342K
SPTL icon
189
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
– –
-8,967
Closed -$261K
VCIT icon
190
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
– –
-2,802
Closed -$235K
ZTS icon
191
Zoetis
ZTS
$30B
– –
-1,080
Closed -$211K
4 5 6 7
8

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BCH
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TLA
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EFP
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AA
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MC
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AWA
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KWM
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Resurgent Financial Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, Resurgent Financial Advisors held 191 positions worth $170M, down 0.65% from $171M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Resurgent Financial Advisors's Q4 2024 filing shows 10 new, 67 increased, 86 reduced and 12 closed positions. Its largest new stake was Vanguard Morningstar Small-Cap ETF: 2,660 shares worth $639K. The largest sale was Stock Yards Bancorp, an estimated $1.51M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 17% a quarter earlier, followed by Financials and Energy.

  • Resurgent Financial Advisors's largest Q4 2024 buy was Vanguard Morningstar Small-Cap ETF: 2,660 shares worth $639K.
  • Resurgent Financial Advisors added most to Berkshire Hathaway Class B in Q4 2024, an estimated $882K increase.
  • Resurgent Financial Advisors's biggest Q4 2024 reduction was Stock Yards Bancorp, cutting an estimated $1.51M.
  • Resurgent Financial Advisors fully exited Crown Castle in Q4 2024, selling an estimated $1.08M.
  • Resurgent Financial Advisors's ten largest holdings make up 31% of its $170M portfolio in Q4 2024.
  • Resurgent Financial Advisors opened 10 new positions and closed 12 in Q4 2024.
  • Resurgent Financial Advisors's portfolio value fell 0.65% quarter-over-quarter to $170M.

Based on Resurgent Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.